Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $324K | 18.0% | |
| PRIN LIFETIME HY 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $195K | 10.8% | |
| PRIN LIFETIME HY 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $148K | 8.2% | |
| PRIN LIFETIME HY 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $147K | 8.1% | |
| PRIN LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $134K | 7.4% | |
| PRIN LIFETIME HY 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $115K | 6.4% | |
| PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $75K | 4.2% | |
| Principal Life Insurance Company Principal Large Cap S&P 500 Index Fund Mutual Fund | Other securities | — | — | $75K | 4.1% | |
| Principal Core Plus Bond Fund Mutual Fund | Other securities | — | — | $73K | 4.0% | |
| Principal Diversified International Fund Mutual Fund | Other securities | — | — | $73K | 4.0% | |
| PRIN LIFETIME HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $61K | 3.4% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $58K | 3.2% | |
| Principal Small Cap Growth I Fund Mutual Fund | Other securities | — | — | $57K | 3.2% | |
| PRIN LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $51K | 2.8% | |
| Principal Blue Chip Fund Mutual Fund | Other securities | — | — | $48K | 2.7% | |
| Principal Mid Cap S&P 400 Index Fund Mutual Fund | Other securities | — | — | $40K | 2.2% | |
| MFS Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $34K | 1.9% | |
| PRIN LIFETIME HY 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $32K | 1.8% | |
| Principal Small Cap S&P 600 Index Fund Mutual Fund | Other securities | — | — | $31K | 1.7% | |
| Principal Real Estate Securities Fund Mutual Fund | Other securities | — | — | $13K | 0.7% | |
| PRIN LIFETIME HY 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $12K | 0.7% | |
| PRIN LIFETIME HY INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $6K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% | |
| MFS Investment Management MFS Mid Cap Value Fund Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
